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Bailard’s iShares Russell 3000 ETF IWV Stock Holding History

Bailard’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,032
Closed -$283K – 776
2023
Q4 		$283K Sell
1,032
-1,533
-60% -$420K 0.01% 561
2023
Q3 		$629K Buy
+2,565
New +$629K 0.02% 355